Driven by a desire to help every client plan for retirement, the financial advisors at SouthTrust put your interests first.Learn More
About Us/Our Mission
Our independent advisors focus on life income planning and distribution strategies to help plan for the money you need in retirement. Experience the impact our proprietary, personalized process of creating an individualized wealth management plan can have on your future.Learn More
What is Financial Planning?
Financial planning is the process of demystifying your future and working toward your financial goals so that you’re able to experience a satisfying retirement.Learn More
It’s difficult to talk to a stranger about your past financial mistakes and uncertain financial future. At SouthTrust, our professional advisors offer a judgment-free environment where you can lay it all out on the table and get individualized recommendations for your life income and retirement needs.
Our wealth management and financial planning services deliver the personalized attention you deserve and the unbiased product and service recommendations you expect. Together, we’ll plan for your financial future.Contact Us
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.